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| Schedule for HIGH-TECC 2007 |
| The
General Schedule is subject to change prior to HIGH-TECC 2007. |
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| Sunday,
July 15 |
| 11:00 am |
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Pick Up Registration Materials at Registration Booth
Sponsors
of registration materials include AMS, Artizan Internet Services, ASP SaleSource, and PatAlexander.com |
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6:00 pm –
8:00 pm |
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Opening Reception |
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| Monday,
July 16 |
| 7:30 am |
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Continental Breakfast |
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| 8:30 am |
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Opening Session with Chris Amrhein, Amrhein & Associates, Inc.
Sponsored
by UPAC
Roadmap to the Generations -- Plotting Your Path Through the Millenial Minefields
Paul McCartney may have done well with "Yesterday," but if you want to build an agency with a future, better you should follow Fleetwood Mac's advice and "Don't stop thinking about tomorrow." And tomorrow for independent insurance agencies looks a lot like Generation X and the Millennials. Come to "Roadmap to the Generations" and learn answers to questions such as: Who are these young folks, and why are they such a "goldmine"? How's a poor Boomer to cope, much less adjust and profit? How is an Xer supposed to simultaneously manage Boomers and Millennials without running the agency into a ditch? Why should agencies begin actively recruiting talented Xers and Millennials to join their staff, and/or start paying more attention to those already on their team? You'll take away a broader vision of your agency's future, specifics about next steps, and learn how to get your copy of the latest IIABA National Young Agent Committee sales tool, "Beyond the Boomers: Targeting the Incoming Generations."
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| 10:15 am |
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Networking Break
Sponsored
by Ajasent, Inc. |
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| 10:30 am |
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Opening General Session Continued
The morning session will continue with some specific examples of how the generational differences will change your agency. You will begin to explore new communication concepts and tools that you will need to master to be able to effectively market and communicate with clients and prospects. |
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| Noon |
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Lunch
Sponsored
by XDimensional Technologies |
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| 1:00 pm |
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General Session with Megan Mahan and James Omdahl, InsureMe
Search Engine Marketing: How Insurance Agents Can Take Advantage
The Web is the fastest growing resource for both consumers and business owners. Learn why traditional marketing is giving way to new techniques like search engine optimization (SEO) and pay-per-click (PPC) advertising -- and why you'd be wise to jump on the Internet bandwagon. |
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| 2:30 pm |
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Networking Break
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| 2:45 pm |
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General Session with Karen Anderson, The Anderson Network
Marketing to Generation X and the Millennials: What You Need to Know
Successful agencies have relied upon "tried and true" marketing techniques that have worked quite well up to now. But what will you have to do to continue to be successful? How do you attract and retain clients who rely on the Internet for everything? How do you get them to listen to you? The bottom line: It's all about your message. Learn the 10 Marketing Mistakes that Most Agencies Are Making and discover ways to avoid them and gain a competitive advantage. |
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3:45 pm –
5:15 pm |
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General Session, Presenters Jeff Purdy, Applied Systems; Bill Bunker, AMS Services; Brent Sheppard, Xanatek, Inc.; Mark Miller, Strategic Insurance Software (SIS); Shaun McNeill, BenefitPoint; Bob Juracka, XDimensional Technologies; Paul Carlberg, etfile; Rusty Keighron, docSTAR; Charles Bacciocco, Zywave
Agency Systems Vendor Panel
Agency, Benefit and document management systems are all an important tool to help you run a successful agency today. These vendors will share with you what they see as their major challenges moving forward, the trends they think agents need to prepare for and how they are helping agents meet these challenges. This will be your chance to learn about the successes and mistakes from the best and the brightest. Come prepared with your questions. |
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Evening
free for dinner on your own. |
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| Tuesday,
July 17 |
| 7:30 am |
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Continental Breakfast |
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| 7:30 am |
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Mountain Top Prayer Breakfast
Sponsored
by Nettles Consulting Network |
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| 8:30 am |
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General Session with Pat Alexander, PatAlexander.com
e-Servicing the Generations
You've heard of or experienced the multiple generations in the workplace. Well, there are also multiple generations that are your clients, and sometimes the various generations don't communicate well. How do you deal with having a boomer service a millennial's account without the boomer acting like their grandparent? We will explore education and training resources, how you monitor client e-servicing and how to determine which types of clients you have and how they want to communicate with your agency. There will be situations presented and role playing of attendees to resolve the situations. |
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| 10:00 am |
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Networking Break
Sponsored
by Strategic Insurance Software, Inc. (S.I.S.) |
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| 10:30 am-Noon |
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Breakout Session #1 with Pat Alexander, PatAlexander.com
Implementing New Systems
This session is a high-level overview of the many moving
parts of implementing new systems. Practical ideas will
be shared on how to research, plan and implement. These
fundamentals can be applied to any type of new system
you are considering; from phones to an agency management
system, and everything in between. |
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| 10:30 am-Noon |
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Breakout Session #2 with Jack Burke, Sound Marketing
Marketing Challenges: Getting Personal in a Digital World
Jack explores how you can "touch" your customers, nurture prospects and build relationships in today's digital world. Participants will engage in an in-depth look at relationship marketing in the insurance industry, including: web updating, advertising, employee marketing, prospecting, cross marketing and effective utilization of electronic tools and resources. |
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| 10:30 am-Noon |
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Breakout Session #3 with Laura Nettles, Nettles Consulting Network
e-Workflows: How to Sell, Service and Process in an Electronic World
e-Commerce sounds great – but how do you implement it in your office? How do you make real-time a reality in your office? Come learn how to integrate real-time processes into practical insurance workflows – quoting, marketing, client calls, transaction processing and policy processing – so you can receive the tremendous real-time benefits! Evaluate your existing workflows to see if there are real-time solutions available today that could eliminate costly time-consuming steps. |
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| 10:30 am-Noon |
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Breakout Session #4 with Barry Klein, Ultimate Insurance Links
Traveling with Style (and Technology)
In this fun session, serial traveler Barry Klein (over 6 million miles) shares his travel tips. Packing tricks, getting through security easier, how to get free room and flight upgrades, using technology easily and safely, and much more. If you travel, you will absolutely come away with useful travel tips. This is a hands-on workshop, and Barry will actually bring and demonstrate many of the items and techniques that he'll be sharing. |
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| Noon |
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Lunch |
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| 1:00 pm |
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General Session, Moderated by Steve Anderson
Your Questions Answered
Each year we ask participants to submit the questions they would like to have answered at HIGH-TECC. This session will specifically address those questions with the help of various speakers and other attendees. You will also be able to bring up new questions and we will do our best to help with answers. |
| 2:00 pm |
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Networking Break
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| 2:30 pm-4:00 pm |
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Breakout Session #1 with Stevan Andrews, eSemc.com
Using Technology to Establish Market Brand
The marketing phase or process of an insurance agent's business is often overlooked or just not taken seriously by many agencies today. With personal lines insurance becoming more and more commoditized, the need to separate from the competition and establish your agency as a credible, cost-effective solution provider is never more apparent. The ability to leverage Internet technology to help streamline the process is available, if you have the discipline. This session will focus on the need first, then the solutions available to help you efficiently establish your brand and consistently communicate to current and prospective insureds who you are and what you can do for them! |
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| 2:30 pm-4:00 pm |
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Breakout Session #2 with Jerry Fetty, S.M.A.R.T. Services
What You Need to Know about Microsoft Software
An overview of new product releases from Microsoft: Vista, Office 2007, Sharepoint 2007, Exchange Server 2007, and more, and the benefits of using them. |
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| 2:30 pm-4:00 pm |
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Breakout Session #3 with Tim Woods, Artizan Internet Services
It's Time to Update Your Web Site
A repeat of last year's popular breakout session with updated information. The mainstream Internet is already more than ten years old. Unfortunately, only a small number of insurance Web sites offer more functionality than those early pioneers. Tim will show real examples of what some of that small number are doing with their sites. See online systems that rate, quote, receive payment, issue the policy, transmit the data to the carrier and even perform all accounting with no involvement by the agency. Sarbanes-Oxley and HIPAA strategies when collecting personal information on your Web site will also be discussed. |
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| 2:30 pm-4:00 pm |
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Breakout Session #4 with Mark Parrish, Ajasent, Inc.
ASP: Hosting your Software Outside Your Office
A discussion of the advantages of having your management system hosted by a third party. Your questions concerning remote access of software and all issues surrounding Internet access of software, Citrix, terminal servers, printing, and more will all be answered. |
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| 5:30 pm-11:00 pm |
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Kid's Kamp & Childcare Service
Children ages newborn to 16 years old. Please sign up if you have children who will attend. |
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| 6:30 pm |
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Closing Party Cocktails |
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| 7:00 pm - 10:30 pm |
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Closing
Party Dinner & Casino Night
Various sponsors
include etfile, eSemc, and S.M.A.R.T. Services |
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| Wednesday,
July 18 |
| 7:30 am |
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Continental Breakfast |
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| 8:30 am - 11:00 am |
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Closing General Session with Steve Anderson (TAAR)
Cool Tools, Gadgets & Gizmos
Steve will again review the latest technology tools (hardware and software), little known and useful Web sites and other "stuff" that could make your life, and the life of your staff, easier. Several people will be joining Steve to show what they have discovered and why it might help your agency. |
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